Jeffrey Upchurch is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, and retirement plan consulting, utilizing a combination of proprietary and third-party investment strategies delivered through the Envestnet platform.

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

Zachary Jenkins is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2016 and currently operates Jenkins Wealth Strategies Group, LLC and is affiliated with Blueprint for Financial Success. Jenkins serves as a director of the Norwegian Society of Washington DC, an organization focused on promoting cultural and educational ties related to Norway. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Schoener is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC since 2020. Prior to joining Cresset, he worked at Pagnato Karp Partners, LLC from 2016 to 2020. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse clientele including individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and private fund management across public equities, fixed income, alternatives, real estate, and private markets.

Roseal Stewart is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked at Charles Schwab Bank, SSB and TD Bank, N.A. Outside of her financial advisory role, she provides rideshare services as a Lyft driver. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, focusing on investment recommendations and annual financial reviews without discretionary trading authority.

Caroline Morris is a CFP® and ChFC® with 13 years of industry experience. She is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, Financial Growth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she teaches for the College Funding Coach. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Jerome Prentice is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 43 years of industry experience and has worked with firms including Avenue Wealth, The Prentice Group, and New York Life. In addition to his advisory roles, he owns and operates Prentice Farms, a wheat farm in Pennsylvania. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within an integrated New York Life structure.

Douglas French is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Truist and its predecessor entities since 2008, including roles at BB&T and Truist Investment Services. Outside of his advisory work, he serves as a board member and treasurer of the Northern Virginia Bonsai Society, a club dedicated to the art and education of bonsai. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program implemented through third-party managers and platforms.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

Mohamad Ali Atwi is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for 15 years before joining Eagle Strategies and affiliated firms in 2025. Outside of his advisory role, he is president and owner of Glenville Grove Rentals LLC, a residential rental business. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis across multiple advisory programs.

Jeanette Lehner is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and two years of industry experience. Prior to her advisory role, she worked for over a decade at Victoria's Secret in sales support. Outside of her advisory duties, she serves as secretary at St. Andrew the Apostle Catholic Church. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals and risk tolerances.

Dang Thanh Nguyen is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, he worked in various roles including positions at HDBank, TTC Land, Hoa Lam and Dong Duong Corporation, and Vietbank. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniel Clements is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Principal Securities and Principal Life Insurance Company for eight years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Lavonna Mason is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program leveraging third-party platforms and AI-enabled research.

Kyle Brady Lusk is a CFP® professional with eight years of industry experience. He is currently affiliated with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Pruco Securities, LLC, and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for advisory services.

Richard Banziger is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing over 40 years of industry experience. He is the founder and owner of Retirement Planners & Administrators, Inc., where he provides strategic oversight. His career includes roles at Kestra Investment Services, Capstone Retirement Group, and Paybridge, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and delivers solutions through multiple management platforms and third-party partnerships.

Julian Collier is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Kristen Andrejev is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. She previously worked for over two decades at Sullivan, Bruyette, Speros & Blayney, LLC. Based in McLean, VA, she holds the Series 63 designation in addition to her CFP® credential. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Luke Johnson is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA. He holds the ChFC® designation and the Series 63 license, with 25 years of industry experience. Johnson has worked with NYLIFE Securities LLC since 2001 and New York Life Insurance Company since 2000. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Scott Ward is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at &Partners since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a diverse client base, including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing a combination of proprietary and third-party investment models alongside financial planning and retirement-related consulting.